Around the Peak.

Tracking Error and R-Squared provide insights into a strategy’s performance and risk characteristics, leading to…

Using ETFs as benchmarks instead of traditional indices has become a common practice among investors and fund managers. But is this better?

We at Longs Peak Advisory Services were thrilled to sponsor and participate in the 22nd Annual Performance Measurement, Attribution & Risk Conference (PMAR™) held on May 22-23, 2024. The event was a fantastic opportunity for us to engage with industry experts and share our insights. We always appreciate how TSG encourages participants to engage with […]

The SEC’s Marketing Rule, Rule 206-4(1), outlines specific criteria for the disclosure of “performance.” However, determining whether metrics like yield constitute “performance” under this rule seems ambiguous. Based on our experience, yield information falls into one of three categories: While SEC staff have discussed this ambiguity publicly and privately, a definitive stance on the treatment […]

Key takeaways from the conference include clarifications on the SEC Marketing rule, Private Fund Adviser Quarterly Statement Rule, and upcoming guidance for implementing the GIPS standards for…

Key takeaways from the conference include what to expect from upcoming SEC exams, how firms are navigating the SEC Marketing Rule, and…

Max drawdown and the Calmar ratio help investors assess investment risk. They are calculated and interpreted by…

Want to know how to make a factsheet that helps you attract more prospective investors? The three most important things to include are…

The Treynor Ratio measures the excess return for taking on additional risk. It is calculated as the strategy's mean return minus the mean risk-free rate divided by…